Neogen Chemicals Limited — PPTs, 12-02-2026: Investor Presentation

Neogen Chemicals reported Q3 FY26 consolidated revenue of ₹220 Cr, up 9% YoY, primarily from increased volumes in Organic and Inorganic Chemicals. Neogen Ionics contributed ₹12 Cr. Consolidated PAT, however, dipped 63% YoY to ₹3.7 Cr, impacted by post-fire operating/insurance costs and higher interest expenses for growth and plant reconstruction. Profit recovery from insurance is anticipated in FY27.

The company is strategically pivoting towards a future-ready portfolio, with a strong focus on Battery Materials. Noteworthy developments include the Dahej replacement plant's commissioning planned for Q1 FY27, and Board approval to raise ₹150 Cr via a preferential issue to promoters. Neogen Ionics formed a JV with Japan's Morita Investment for LiPF6 salt production. The Pakhajan Greenfield Electrolyte plant is nearing mechanical completion, with commercial production on track for H1 FY27.

Management highlights resilient base business demand and Neogen Ionics' positioning as a cost-efficient lithium salt and electrolyte source, backed by Japanese technology. Strong non-FEOC demand for US tax credits and rising China prices are significant tailwinds. Bulk consignments for lithium salts are expected by H1 FY27, with Neogen Ionics poised as a key growth driver.